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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,502 | $97,020+24.2% | $83,327+44.6% | $135,380-11.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -1.65% | 12.31%-14.0pp | 10.64%-12.3pp | 519.81%-521.5pp |
| Employer contribution / active EE | $14,444 | $4,144+248.6% | $3,379+327.5% | $4,779+202.3% |
| Participant deferral / active EE | $6,324 | $5,964+6.0% | $5,565+13.6% | $5,609+12.7% |
| Admin fee / account holder | $1,024 | $8,426-87.9% | $7,540-86.4% | $10,828-90.5% |